Megacap Capex Soars in AI Ramp Up 4/30/24
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Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments. We dig into what’s in store for Amazon as it gets set to report tonight.
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CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more.
Published 05/20/24
Published 05/20/24
Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies themselves. Recent executive moves and hires are showing how AI startups are now focusing more on...
Published 05/17/24
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